Achieve annualized new business sales of $100k in target market of companies with 50
1,000 employees
Retain at least 92% of business year over year
Own, manage, and expand a portfolio of clients, providing strategic benefits guidance, participating in renewal strategy, and driving revenue through new sales and expanded client relationships
Proactively prospect, identify and pursue new business opportunities in the employee benefits market
Develop and implement tailored sales strategies to meet individual and team revenue goals
Understand the client’s needs, challenges, and goals to effectively position benefits solutions
Act as a subject matter expert and trusted advisor on employee benefits
Drive new business development by actively representing Innovo at industry events
Utilize industry and competitive knowledge to identify sales opportunities
Conduct compelling sales presentations to potential clients
Work with internal teams to ensure all client requirements are met and agreements are signed
Track and report on sales performance, pipeline activity, and key metrics

5+ years of proven success in a sales-focused role, preferably in the benefits, insurance, human resources or financial services industry
Strong track record of exceeding sales targets
Experience working in employee benefits sales or with insurance carriers
Experience with selling group benefits (health, dental, life, disability) to all size markets
Ability to work independently, set and achieve goals, and thrive in a fast-paced, target-driven environment
Demonstrated ability to engage in consultative sales, identifying client pain points and providing tailored solutions in the employee benefits space
Ability to negotiate pricing, terms, and contracts while maintaining positive relationships with clients
Exceptional verbal and written communication skills, with the ability to present complex concepts in a clear and compelling manner
Familiarity with CRM software to manage leads, track activity, and close deals
Current insurance licenses (Health and Life) required or willingness to obtain within a specified timeframe.

Employee Benefits Producer

Key skills